Mark a prospect inactive/active

  1. From the prospect’s Wealth and Ratings page, select the Biographical Information tab.

  2. In the Personal information section, click Mark inactive. The Mark inactive screen appears.

  3. You must select a Reason for the designation. You can also enter any notes in the Details field.

  4. To save your changes and return to the Biographical Information tab, click Save. The prospect's status is changed to inactive.

  5. To reactivate the prospect, click Mark active.

 

 

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